Portside Wealth Group
STE icon

Portside Wealth Group’s Steris STE Stock Holding History

Portside Wealth Group’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$472K Buy
2,246
+99
+5% +$22K 0.05% 321
2026
Q2 		$452K Buy
2,147
+326
+18% +$69.9K 0.05% 321
2026
Q1 		$403K Buy
1,821
+27
+2% +$6.6K 0.05% 302
2025
Q4 		$455K Buy
1,794
+90
+5% +$22.6K 0.06% 279
2025
Q3 		$422K Buy
1,704
+77
+5% +$18.4K 0.06% 298
2025
Q2 		$391K Buy
1,627
+11
+0.7% +$2.56K 0.06% 290
2025
Q1 		$366K Buy
1,616
+253
+19% +$55.6K 0.06% 282
2024
Q4 		$280K Buy
1,363
+125
+10% +$27.4K 0.05% 337
2024
Q3 		$300K Sell
1,238
-1,353
-52% -$316K 0.05% 305
2024
Q2 		$569K Sell
2,591
-64
-2% -$13.9K 0.11% 187
2024
Q1 		$597K Sell
2,655
-4
-0.2% -$902 0.11% 192
2023
Q4 		$585K Buy
2,659
+15
+0.6% +$3.17K 0.11% 190
2023
Q3 		$580K Buy
2,644
+16
+0.6% +$3.62K 0.11% 173
2023
Q2 		$591K Buy
+2,628
New +$526K 0.11% 179

Other funds holding STE

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Portside Wealth Group's STE Position: Q3 2026 in Review

Portside Wealth Group increased its Steris (STE) stake by 4.6% in Q3 2026, buying an estimated $22K and bringing the position to 2,246 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #321.

Portside Wealth Group first reported a position in STE in Q2 2023 and has held it in 14 quarters since. The position peaked at $597K in Q1 2024. 162 funds tracked by Wall St. Rank hold STE as of Q3 2026.

  • Portside Wealth Group held 2,246 shares of Steris worth $472K as of Q3 2026.
  • Portside Wealth Group bought 99 Steris shares in Q3 2026, an estimated $22K.
  • Steris made up 0.05% of Portside Wealth Group's portfolio in Q3 2026, its #321 holding.
  • Portside Wealth Group first reported a position in Steris in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Steris position peaked at $597K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Steris as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.